STAT+: Novartis doubles down on molecular glue strategy
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- Medicare drug spending is climbing faster than expected, driven by surging use of GLP‑1 medicines and fallout from Democrats’ Part D redesign.
- Enliven's leukemia drug shows encouraging early data.
- Novartis is expanding its molecular glue ambitions, effectively doubling down on this strategy.
- SonoThera raised $125 million to advance an ultrasound‑based approach to gene delivery.
Why it matters: Novartis expands its molecular‑glue program, a clear strategic push into a novel drug modality, while Medicare GLP‑1 spending rises, increasing payer pressure; Enliven’s early leukemia data strengthens its pipeline progress, and SonoThera’s $125 M infusion equips the company to advance ultrasound‑mediated gene‑delivery technology.
